The same eight steps, every time
Intake to handoff, the same way on a repair job and on a six-week build.
- 01
Intake
Objectives, access, dependencies, data and compliance constraints, captured in writing.
- 02
Scope
Deliverables, exclusions, timeline and acceptance criteria, signed before work starts.
- 03
Architecture
The platform decision made and explained before the build, not discovered during it.
- 04
Build
Controlled implementation with a change log.
- 05
QA
Recorded, not just performed.
- 06
Deployment
An agreed launch plan, with rollback and fix responsibility named.
- 07
Documentation
What was built, who owns which account, how to operate it.
- 08
Handoff and support
A walkthrough, a warranty period, and a support agreement if you want one.
What we test before go-live
- Happy path with fresh data
- Failure path, including third-party errors and missing fields
- Duplicate triggers and re-entry
- Permissions, least privilege, and no personal credentials embedded
- Handoffs between platforms, with fields and time zones intact
The QA record is part of what we hand over. If we cannot show you the tests, we have not finished.
What the documentation always contains
- System overview diagram
- Components and their purpose
- Triggers and integrations
- Credentials and access ownership
- How to make common changes
- Known limits
- What to do when something fails
- Contacts
We do this on a repair job and on a six-week build. The size changes. The standard does not.
A build, end to end.
An inbound-qualification build, drawn the way we hand it over. Every box is a system your client already pays for, or one we stand up and document under your brand. The stages change with the brief; the standard does not.
- 1
Inbound call
Twilio number routed to a voice agent
- Twilio
- 2
Voice agent
Qualifies, answers, books — under your client's brand
- Retell
- Vapi
- 3
Orchestration
Transcript parsed, intent scored, retries on failure
- n8n
- OpenAI
- 4
CRM record
Contact, pipeline stage and call summary written back
- GoHighLevel
- 5
Booking
Live calendar check, confirmation SMS and email
- Calendly
- Twilio
- 6
Follow-up
No-show and nurture sequences, monitored in production
- n8n
Send us the next build
Tell us the outcome, the platforms, what already exists and when it is needed. You will get questions or a written scope back within 24 hours, and an honest answer if we are not the right fit for that piece of work.
Most agencies start with a paid pilot: one bounded build, defined deliverables, QA and documentation.